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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,627 | $73,787+26.9% | $98,716-5.2% | $82,448+13.6% |
| Participation rate | 65.4% | 61.4%+4.0pp | 69.3%-3.9pp | 68.1%-2.7pp |
| Annual return | 10.50% | 18.57%-8.1pp | 31.81%-21.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,203 | $1,511-20.4% | $2,279-47.2% | $2,551-52.8% |
| Participant deferral / active EE | $4,168 | $3,081+35.3% | $4,048+3.0% | $4,139+0.7% |
| Admin fee / account holder | $2,001 | $6,500-69.2% | $8,703-77.0% | $7,234-72.3% |